Refresh the Companies List for ERP

ERP DOCUMENTATION

Each Procore-built ERP integration offers its own unique feature set. Your integration might not support the action described on this page.

To learn about your integration and its supported features, see Which ERP integrations are supported by Procore?

Background

If you have entered new companies in your ERP system, you can use the Refresh button in the 'Companies' subtab of the ERP Integrations tool to display the new ERP companies in the 'Ready to Import' filter.

Things to Consider

  • Required User Permission:

    • 'Admin' level permissions on the ERP Integrations tool.

Steps

  1. Navigate to the company's ERP Integrations tool.

  2. Click the Companies subtab.

  3. Click the Refresh Company List button in the right pane.
    After the "Company List successfully refreshed" message appears at the bottom of the screen, the browser page can be refreshed to display the new results.

Next Steps

See Also

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